See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,642 | $138,044-80.7% | $125,339-78.7% | $134,475-80.2% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -18.19% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,657 | $5,243-68.4% | $4,814-65.6% | $4,740-65.0% |
| Participant deferral / active EE | $6,875 | $7,799-11.8% | $7,446-7.7% | $6,400+7.4% |
| Admin fee / account holder | $612 | $11,571-94.7% | $10,010-93.9% | $11,426-94.6% |